Position in PEP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$245,074
-$86,780 QoQ
Shares Held
1,810
-15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,940
of 3,394 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Centurion Wealth Management LLC holds $1,145,139 across 2 Beverages - Non-Alcoholic names. PEP ranks #2 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
11,075 | $900,065 | |
| 2 | PEP |
Pepsico Inc
This page
|
1,810 | $245,074 |
All Filings in PEP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,074 | 1,810 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $331,854 | 2,137 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $307,850 | 2,145 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $292,255 | 2,081 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $273,058 | 2,068 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $298,830 | 1,993 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $303,055 | 1,993 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $380,061 | 2,235 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $361,920 | 2,068 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $347,832 | 2,048 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $347,013 | 2,048 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $422,486 | 2,281 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $421,477 | 2,312 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $439,545 | 2,433 | Shares | Sole | 2023-02-23 | |
| No filing history on record for this holder in this stock. | ||||||